Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 3,031 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $67.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
109
shares
|
$25,885
0.01% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
108
shares
|
$25,647
0.02% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
108
shares
|
$25,647
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
107
shares
|
$25,410
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
105
shares
|
$24,935
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
104
shares
|
$24,697
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
103
shares
|
$24,460
0.0% of portfolio
|
Q3 2025
Reduced 37.2%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
102
shares
|
$24,222
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$23,748
0.01% of portfolio
|
Q2 2024
Reduced 67.85%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$23,748
0.01% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$23,748
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
100
shares
|
$23,748
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
100
shares
|
$23,748
0.01% of portfolio
|
Q1 2025
Reduced 31.51%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$23,748
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
100
shares
|
$23,748
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
97
shares
|
$23,035
0.0% of portfolio
|
Q3 2025
Added 76.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
95
shares
|
$22,560
0.01% of portfolio
|
Q3 2025
Added 313.04%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
90
shares
|
$21,373
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
89
shares
|
$21,135
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
82
shares
|
$19,473
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$18,998
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
78
shares
|
$18,523
0.02% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
77
shares
|
$18,285
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
75
shares
|
$17,811
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
74
shares
|
$17,573
0.01% of portfolio
|
Q3 2025
Reduced 48.61%
|
|